LOMBARD SECURITIES INCORPORATED
Firm details
- Headquarters
- BALTIMORE, Maryland
- CRD number
- 27954
- Registered since
- February 11, 1991
- Website
- www.golombard.com
Firm profile
FINTRXOverview
Lombard Securities Incorporated is a corporation that has been SEC-registered since 1991 and is individually owned. The firm's public profile in the provided dataset is sparse: it is listed as "unclassified" and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm did not supply details about its advisory activities, business lines, fee arrangements, or target client segments in the source material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3TERRY DONLAN WELKER
Chief Compliance OfficerCRD 2825889
WILLIAM SOCHA
Co-CEO & CFOCRD 712323
CHARLES FOX
Co-CEOCRD 1201770
Contacts
3 of 54HARVEY BYRD
Investment Advisor RepresentativeCRD 5202142
Christopher Oates
RepresentativeCRD 7112669
DAVID GUENSCH
Financial AdvisorCRD 1769051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BALTIMORE, MD
BALTIMORE CITY
Location
BALTIMORE, MD
Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE CITY
- Address
- 1820 Lancaster St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CAMPBELL FINANCIAL SERVICES, LLC
Broker-DealerBALTIMORE, MD
M&T SECURITIES, INC.
Broker-DealerBALTIMORE, MD
CGA SECURITIES, LLC
Broker-DealerBALTIMORE, MD
BENGUR BRYAN & CO., INC.
Broker-DealerBALTIMORE, MD
CHAPIN DAVIS ASSET MANAGEMENT
Broker-DealerBALTIMORE, MD
SHOT TOWER SECURITIES LLC
Broker-DealerBALTIMORE, MD